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Disclosery

MBA Advisors LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBA Advisors LLC on SCHG, newest first. How the timeline and the estimate are built.

MBA Advisors LLC held 341,586 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,586 shares
    Change vs previous 13F +21,390 shares

    3.94% of the 13F portfolio, value $11,559,263.

    13F-HR 0001848704-26-000003 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 320,196 shares
    Change vs previous 13F -4,580 shares

    3.58% of the 13F portfolio, value $9,327,302.

    13F-HR 0001848704-26-000002 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 324,776 shares
    Change vs previous 13F +6,755 shares

    4.27% of the 13F portfolio, value $10,594,184.

    13F-HR 0001848704-26-000001 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 318,021 shares
    Change vs previous 13F -6,094 shares

    4.34% of the 13F portfolio, value $10,148,048.

    13F-HR 0001848704-25-000002 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 324,115 shares
    Change vs previous 13F +11,162 shares

    4.37% of the 13F portfolio, value $9,467,405.

    13F-HR 0001085146-25-003959 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 312,953 shares
    Change vs previous 13F +2,542 shares

    3.88% of the 13F portfolio, value $7,836,342.

    13F-HR 0001085146-25-002414 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 310,411 shares
    Change vs previous 13F +234,002 shares

    4.39% of the 13F portfolio, value $8,651,156.

    13F-HR 0001085146-25-000583 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,409 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $7,960,310.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).